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Campaigns, events & follow-ups

Watch: Every lead knows where it came from (0:56)

A campaign bundles an initiative: members, budget, goals (15+ metric types, from leads captured to revenue), an optional follow-up template, and an auto-generated capture URL (/c/{token}) with a public form you can put behind any QR code or ad.

Campaign detail shows funnel performance against goals in real time.

Watch: The answer to who came (0:59)

Events model where you actually meet people: a conference, a booth day, a demo evening. They can be time-bound or open-ended, roll up to a campaign, and attribute every lead captured while they run. Lifecycle: draft → active → archived, with explicit close for open-ended events.

Each campaign’s public form is configurable and works standalone. No Lynqu account needed by the person filling it.

  • Fields: text, email, phone, dropdown, checkbox, long text, date, and qualifier questions. Answers appear on the lead under the labels you gave them.
  • Consent: add a consent checkbox and a submission cannot go through without it. The lead keeps the exact sentence the person agreed to and when. When a form has a consent box, its automatic follow-up only goes to leads that ticked it.
  • Button and thank-you text are yours to set.
  • Stats: views, submissions and conversion per day live on the campaign. Campaign links carrying utm_ parameters keep them on the lead.

A form lead can land with an owner straight away. Pick one per campaign:

  • Nobody (default): the lead arrives unassigned, for a person or a workflow automation rule to route.
  • The campaign owner.
  • Round robin: the campaign member with the fewest open leads.

A kiosk link opened by a rep, and a scanned event badge, credit the lead to that rep instead. The owner gets an in-app and push alert the moment a lead lands with them, and so does a member whenever a teammate hands them a lead.

Lynqu checks every capture path (forms, kiosk, badge and card scans, QR, connections, manual entry, the API and imports) against the leads you already have. When an open lead with the same email, or the same phone number when there is no email, already exists, the new capture updates that lead and adds a “captured again” entry to its timeline instead of creating a duplicate.

In the mobile app, pick the active event on the scan screen. Every card or badge you scan while it is set is credited to that event and its campaign, so it counts toward the campaign’s goals, the event’s follow-up and the event report.

Lynqu records when a person first acts on a new lead (an email, a completed task or a note). Time to first response is available as a metric in dashboards and goals.

Watch: Every lead, followed up (0:57)

Build HTML email templates with merge tokens (name, company, event…), then:

  • send one-off follow-ups from any lead,
  • attach a template to a campaign or event so new leads get it automatically,
  • chain several templates into a follow-up sequence that stops when the lead replies,
  • or drive sending from workflow automation rules.

All sending is compliance-managed (unsubscribe links, suppression). Members can’t accidentally spam.